Cordary TeamOfficial Cordary account5 min read

How to Use Cordary's Checkup: Findings, Fix This and Scheduled Checkups

A walk through Cordary's Checkup tab. Read the findings, fix one with a change you review, dismiss what's fine, run the full checkup, and set up scheduled checkups with an optional Discord post.

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A finding in the Checkup tab opened to show its roles, with Fix this and Dismiss buttons

The Checkup tab shows what's wrong with your server and helps you fix it. This guide goes through it in order. If you'd like the short version of what it is first, read Introducing: Server Checkup.

1. Open the Checkup tab

There are three ways in:

  • Choose Checkup in the sidebar.
  • Choose the checkup card on the home screen.
  • Open a server's panel beside your chat and choose the Checkup tab.

A small red mark on the tab means something needs fixing soon. When you first add Cordary to a server, the first screen also shows what stood out, so you can start from the most important finding.

2. Read the quick check

Opening the tab runs the quick check. It's free, and it reads your server as it is right now.

The Checkup tab's heading, summary strip and first finding, with a button for the full checkup
The quick check. The strip counts the findings by level.

At the top you'll see a status line and a strip with one segment for each finding, coloured by level.

Level What it means
Fix soon Could cause real trouble. Look at these first.
Worth a look Often fine, but worth a decision.
Tidy-up Clutter that won't hurt anything.

Below the strip, findings are grouped by area: Roles, Everyone, Channels, AutoMod, Onboarding and Cordary's access. Areas with the most serious findings come first. Under the findings, short lines tell you which areas looked fine.

3. Open a finding

Choose a finding to open it. It shows the roles or channels it's about, as they appear in Discord, and a short plain-language explanation. The explanations are the same each time, so you can compare one checkup with the next.

Two findings are different from the rest:

  • Cordary's access findings are about permissions Cordary itself is missing, which you give it in Discord. They're never picked as the first thing to start with.
  • Findings marked with a small spark come from the AI review, and open with a short note from it. See step 6.

4. Fix a finding

Choose Fix this. Cordary opens a new chat on that server with the request already written, under a line that says it came from the checkup. Nothing is sent until you send it, so change the wording if you want something different.

A chat composer with the request from a checkup finding written in it
Edit it if you like, then send.

Then it works like any other request in Cordary:

  1. Cordary drafts the change.
  2. You review it in the Changes tab.
  3. You apply it, and nothing touches your server before that.

If you change your mind, Versions and rollback can take it back.

After you apply a plan, the Run tab can also suggest up to three next steps from the checkup. It leaves out anything the plan just changed.

5. Dismiss what's fine

Some findings are choices. A server might want everyone to be able to mention everyone, for example. Choose Dismiss and the finding is hidden. A line under the list says how many are dismissed, and Show brings them back, each with a Bring back button.

6. Run the full checkup

The full checkup adds an AI review to the quick check. It looks at your layout as a whole and adds up to three findings the fixed checks can't make: channels that look like duplicates, confusing names, and channels that seem to be in the wrong place. These findings carry a small spark.

  • The button shows an estimate of what it will use, as a share of your week, before you run it.
  • It takes a few seconds.
  • If nothing has changed since your last full checkup, Check again is free, and the tab says so.
  • If your server changed since, the tab shows the quick check again and offers Run again.

7. Set up scheduled checkups

At the bottom of the tab, switch on Scheduled checkups to have Cordary check on its own.

  1. Pick how often. Monthly is available on every plan. Weekly comes with a paid plan.
  2. The form shows what each checkup is expected to use, and that a checkup of an unchanged server is free.
  3. Optionally, switch on Post in Discord and choose a channel.
The scheduled checkup settings with a channel picked and a preview of the post
The preview shows exactly what Cordary will post.

About the Discord post:

  • It's off until you switch it on, and you see the preview before saving.
  • Channels only your staff can see are listed first. Picking a channel everyone can see asks you to confirm once.
  • A channel Cordary can't post in is greyed out, with a Why? that names the permission it's missing.
  • The post lists the top three findings and links back to the Checkup tab. It mentions nobody.
  • If Cordary can't post twice in a row, it pauses the posts and tells you in the tab. Checkups carry on.

Any admin of the server with access in Cordary can see that a schedule is on, who turned it on, and what its last checkup found. Any of them can turn it off, or stop just the Discord posts, in one click. Only the person who turned it on can change how often it runs or where it posts.

8. Check from Discord

/checkup in your server gives you a summary only you can see, with a button that opens the full list in Cordary. You need an account, and the same access to the server as for /setup and /overview.

Common questions

Does the checkup read my messages? No. It reads how your server is set up: roles, channels, permissions, settings, AutoMod and Onboarding.

Why does it say it couldn't check AutoMod or Onboarding? Cordary couldn't read them, most often because it doesn't have the Manage Server permission there. The area is shown as unchecked rather than as fine.

Why did a finding I dismissed come back? A dismissal covers a finding about those particular roles or channels. If it later involves a different one, such as a third role getting Administrator, it counts as a new finding and shows again.

Can I check a server without adding Cordary? Yes. The free checkup works from a server template link. Read about it in Free Discord Server Checkup.

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